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Featured Business Financial Advisor in Plymouth, MA
Plymouth Financial Advisors
Charles Carroll Financial Partners
374 Court Street
Plymouth, MA 02043
(855) 585-3600
Advisor Profile
Bill Hayes, CFP
Name:  Bill Hayes, CFP
Phone Number:  (855) 585-3600
Website:  Visit Website

About Charles Carroll Financial Partners

Charles Carroll Financial Partners is an independent financial
planning and investment advisory firm serving clients
throughout the U.S. from our offices in Boston, Massachusetts
and Washington, D.C.
As an independent fee-only financial advisory, helping clients
meet their individual and business financial goals is our
number one priority. We are committed to providing quality
financial services tailored to the specific needs of our
clients.
As investment fiduciaries, unlike many brokerages, we embrace
being held to a higher investment standard. We only act in the
best interests of our clients when providing financial advice.
Without the help of a knowledgeable advisory firm, many people
struggle to stay on top of their investments, achieve their
retirement goals, and mitigate risk.
Charles Carroll Financial Partners has the expertise to
simplify these matters and help maximize financial
opportunities. Our member CFP accreditation is a further sign
of the firm?s commitment to providing responsible, value-added
financial services. Let Charles Carroll Financial Partners
help you achieve your financial goals.
 

General Information

CRD#:    2093305
Firm CRD#:    147960
Name of Custodial Firm:    Charles Schwab
States Licensed in:    MA, VA,
States Willing to do Business in:   
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    2
Work Experience:    Our firm is built on 20 years of managing money
for clients with our proprietary model that uses
individual securities, individual bonds, and ETFs.
Bill's experience in the money management arena
has been fostered by positions at Merrill
Lynch,Fisher Investments, and most recently
Fidelity Investments. These positions have all
been customer relationship based with emphasis in
understanding and meeting the financial needs of
his clients.
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Annuities, Mortgages & Real Estate, Stocks, Exchange Traded Funds (ETFs), Commodities, Bonds
I can meet clients in the following ways:    At my office, At your home, At your office, Via email, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Firm's Number of Clients:    40
Firm's Number of Planning Clients:    30
Firm's Number of Managed Clients:    40
Assets Managed by Firm:    $30,000,000+
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    $200,000
 
 
 
Prepared By: Bill Hayes, CFP

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